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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $36,280 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Other fees; Securities brokerage | $18,983 |
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,823 | $51,878+36.5% | $68,368+3.6% | $79,634-11.1% |
| Participation rate | 55.4% | 53.7%+1.7pp | 73.8%-18.3pp | 62.5%-7.1pp |
| Annual return | 12.01% | 137.43%-125.4pp | 292.57%-280.6pp | 36.46%-24.5pp |
| Employer contribution / active EE | $1,446 | $1,931-25.1% | $2,649-45.4% | $2,529-42.8% |
| Participant deferral / active EE | $2,037 | $2,577-21.0% | $4,123-50.6% | $3,835-46.9% |
| Admin fee / account holder | $75 | $942-92.1% | $5,150-98.5% | $1,002-92.5% |